MSFP
ESS icon

Mark Sheptoff Financial Planning’s Essex Property Trust ESS Stock Holding History

Mark Sheptoff Financial Planning’s Portfolio ESS Stock Details ESS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-40
Closed -$9K – 342
2020
Q2 		$9K Hold
40
– – 0.01% 266
2020
Q1 		$9K Hold
40
– – 0.01% 244
2019
Q4 		$12K Hold
40
– – 0.01% 268
2019
Q3 		$13K Buy
+40
New +$12.5K 0.01% 251

Other funds holding ESS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Mark Sheptoff Financial Planning's ESS Position: Q3 2020 in Review

Mark Sheptoff Financial Planning sold out of Essex Property Trust (ESS) in Q3 2020, closing a stake of 40 shares — an estimated $9K sold.

Mark Sheptoff Financial Planning first reported a position in ESS in Q3 2019 and held it in 4 quarters. The position peaked at $13K in Q3 2019. 477 funds tracked by Wall St. Rank hold ESS as of Q3 2020.

  • Mark Sheptoff Financial Planning reported no remaining Essex Property Trust position as of Q3 2020 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 40 Essex Property Trust shares in Q3 2020, an estimated $9K.
  • Mark Sheptoff Financial Planning first reported a position in Essex Property Trust in Q3 2019 and held it in 4 quarters.
  • Mark Sheptoff Financial Planning's Essex Property Trust position peaked at $13K in Q3 2019.
  • 477 funds tracked by Wall St. Rank held Essex Property Trust as of Q3 2020.

Based on Mark Sheptoff Financial Planning's 13F filing for Q3 2020, filed 12 Nov 2020.